Practical analysis for investment professionals
Biography
Brian F. Lomax, CFA, CAIA, is a senior portfolio manager at Wealth Enhancement Group managing portfolios with a focus on large-cap equities and investment-grade bonds. He has been in the asset management industry since 1992 and has run portfolios with a wide range of mandates. Lomax has a bachelor of commerce degree from Queen’s University in Canada.
Author's Posts
Equity Income Investing Redux
No doubt the past year has been difficult for equity income investors. But history, inherent biases, mean reversion, and the current market backdrop point to a comeback.
Buybacks and Dividends: Sizing the Upswing
Dividends and buybacks are poised for a comeback this year.
Dollar-Cost Averaging (DCA): A Reappraisal
Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.